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EPLPX vs VVIAX
EPLPX vs VVIAX Comparison
Open Charts EPLPX vs VVIAX
NYLI Epoch U.S. Equity Yield
Price$23.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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EPLPX vs VVIAX Comparison Chart
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EPLPX vs. VVIAX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EPLPX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. EPLPX (1.07B). VVIAX pays higher dividends than EPLPX: VVIAX (2.36) vs EPLPX (1.95). EPLPX was incepted earlier than VVIAX: EPLPX (16 years) vs VVIAX (24 years). EPLPX is a more actively managed with annual turnover of: 19.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than EPLPX: VVIAX (3000) vs EPLPX (15000). EPLPX (21.21) and VVIAX (20.40) have marching annual gain over last year. VVIAX return over 5 years is better than : 54.20 vs. EPLPX (47.04).
| EPLPX | VVIAX | EPLPX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 18.853 | 15.359 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 183B | 1% |
| Annual Yield % from dividends | 1.95 | 2.36 | 83% |
| Returns for 1 year | 21.21 | 20.40 | 104% |
| Returns for 3 years | 27.58 | 25.00 | 110% |
| Returns for 5 years | 47.04 | 54.20 | 87% |
| Returns for 10 years | 77.29 | 109.21 | 71% |